Who owns ISHARES TR?

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Analyze quarterly positions in Ishares Tr with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Ishares Tr stock

Who bought or sold ISHARES TR this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Peregrine Asset Advisers 158k $7.1M 58% Sep 2025
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Goss Wealth Management 40k $1.8M 4% Sep 2025
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Creative Planning 20k $918k 2% Sep 2025
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Valued Wealth Advisors 19k $872k 0% Sep 2025
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Glass Jacobson Investment Advisors 16k $726k -13% Sep 2025
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Raymond James Financial 13k $574k 285% Sep 2025
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Wealth Enhancement Advisory Services 11k $499k -1% Sep 2025
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Aurelius Family Office 8.3k $376k -6% Sep 2025
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D.B. Root & Company 8.0k $361k -2% Sep 2025
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Commonwealth Equity Services 6.8k $306k -24% Sep 2025
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Crescent Grove Advisors 5.1k $232k 100% Sep 2025
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UBS Group 5.0k $226k 100% Sep 2025
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Advisor Group Holdings 4.6k $202k 2180% Sep 2025
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Burns Matteson Capital Management 4.5k $204k 100% Sep 2025
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Jpmorgan Chase & Co 1.6k $74k -45% Sep 2025
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Anchor Investment Management 600.00 $27k 0% Sep 2025
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Ancora Advisors 500.00 $23k 0% Sep 2025
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Farther Finance Advisors 266.00 $12k 0% Sep 2025
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Painted Porch Advisors 218.00 $9.8k 137% Sep 2025
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